Text us your financial questions!

Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction.

Read the Article: https://www.henssler.com/essential-tax-tips-for-families-with-disabled-or-special-needs-children

Text us your financial questions!

Henssler Money Talks — June 8, 2024
Season 38, Episode 23

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, with Henssler CPAs & Advisers to cover economic news including the Manufacturing and Nonmanufacturing indices, personal income and interest rates. In our case study, Jessie provides some tax advice for a couple with a disabled child, sharing tips on what may count as a medical expense deduction. The experts round out the show with listeners’ questions on market timing and portfolio positioning.

Timestamps and Chapters

• 00:00 Market Roundup: June 3 – June 7, 2024
• 23:25 Case Study: Tax Benefits for Parents of Disabled Children
• 34:28 Q&A Time: Market timing and portfolio positioning

Follow Henssler:

• Facebook: https://www.facebook.com/HensslerFinancial/
• YouTube: https://www.youtube.com/c/HensslerFinancial
• LinkedIn: https://www.linkedin.com/company/henssler-financial/
• Instagram: https://www.instagram.com/hensslerfinancial/
• TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en
• X: https://www.x.com/hensslergroup

“Money Talks” is brought to you by Henssler Financial.

Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

Text us your financial questions!

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.

Read the Article: https://www.henssler.com/preserving-capital-the-benefits-of-a-10-year-bond-strategy